The Legacy Planner

Building legacies and programs that benefit the community and ministries

Terry Balko
Founder and Director
Miscellaneous Information:

Terry has been helping charities and individuals in the areas of gift planning and charitable estate planning for over 25 years. His goal is to see individuals maximize their charitable giving and provide for their families through an up-to-date will and charitable estate plan. He has served as a stewardship representative for an international mission organization, as director of charitable estate planning for a private Christian liberal arts college, as director of gift planning for two state universities and director of gift planning at a national service organization. During this time, Terry has presented over 250 charitable estate planning seminars to churches, schools and other charities.


He has served as a consultant and Sr. Vice President-Internet Marketing, with Crescendo Interactive, Inc.,where he consulted and advised charities throughout the United States.  He works with churches, charities and theirmembers by providing gift planning counsel and marketing tools for transformational current and future gifts, withan emphasis on lead generation, current transformational gifts and signed will bequests.

Terry is a past President of the Georgia Planned Giving Council, past chair of Leave A Legacy Georgia and currentlyvolunteers his time helping various charities and ministries.